Finance Score: 5

Governance Score: 6

Support Score: 8

Income diversified: +3
Strong growth: +2

Good trustee age range: +3
Dynamic board: +3

Grant maker support: +8

Overall GiG Score: 19

TORUS FOUNDATION

Torus Foundation's principal activity is to support communities within the Liverpool region addressing deprivation and promoting inclusion. Torus Foundation has four key impact areas:- Money Matters- Go Digital- Health and Wellbeing; and - EmploymentToxteth FireFit Hub is part of Torus Foundation and provides excellent youth facilities for young people and communities across Liverpool

Analysis by Giving is Great

Positives:

Income generation is well diversified
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
Over half the Board have joined recently

Established: 11 years

www.torusfoundation.org.uk

info@torusfoundation.org.uk

01512352402

Charity Commission for England and Wales

Tweets

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£7,538	£7,565	£-27	£0	£3,785	£3,580	5.7	107	0
31/03/22		£8,634	£6,579	£2,055	£0	£3,322	£3,010	5.5	105	0
31/03/21		£3,417	£4,221	£-804	£0	£944	£934	2.7	80	0
31/03/20		£4,192	£4,084	£108	£0	£1,995	£1,960	5.8	69	10
31/03/19		£2,831	£2,878	£-47	£0	£1,934	£1,900	7.9	50	4
31/03/18		£2,467	£2,086	£381	£0	£2,292	£2,269	13.1	27	0
31/03/17		£2,641	£856	£1,785	£3	£1,911	£1,889	26.5	30	0
31/03/16		£569	£568	£0	£5	£131	£123	2.6	29	0
31/03/15		£611	£521	£91	£18	£131	£131	3	24	0
31/03/14	*	£401	£361	£40	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 22%
Liabilities/Income: 14%
Unrestricted Funds/Total Funds: 95%
Reserves/Spending: 5.7 months
Net Current Assets/Spending: 6 months
Quick Ratio: 3.9

Asset Split ?

Listed activities

Education/Training
Recreation
The Advancement Of Health Or Saving Of Lives

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Knowsley, Liverpool City, Sefton, St Helens, Wirral,

Who it helps

Children/Young People
The General Public/Mankind

Who works here?

107 employees

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

National Lottery Community Fund	£494,124
DCMS	£48,796
Community Foundations for Lancashire & Merseyside	£18,988
Cheshire Community Foundation	£10,000

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Healthy Neighbours
£494,124	16/02/2023	The funding will be used to deliver a Partnership programme aimed at improving the lives of residents of specific areas of Liverpool St Helens and Warrington. The ‘Healthy Neighbours Programme’ ....more The funding will be used to deliver a Partnership programme aimed at improving the lives of residents of specific areas of Liverpool St Helens and Warrington. The ‘Healthy Neighbours Programme’ (HNP ) will provide health employment training personal development outcomes and opportunities. The Partnership will be led by Torus foundation with Volunteers appointed area Health Promotion Officers ( HPO’s ) and delivery partners who will support the development of initiatives in each area. ‘Healthy Neighbours’ is a volunteer-led project engaging and training local volunteer champions to support their communities to improve health wellbeing and community cohesion. The project will empower local people to work together through an asset-based approach connecting local services partners and people to improve health outcomes in communities.
Community Foundations for Lancashire & Merseyside - Net Positive
£18,988	07/10/2022	To deliver a basketball project to children and young people with wraparound support and one to one sessions.
Co-Operative Group - Grant to FireFit Hub
£2,024	23/10/2021	We'll ensure young people from disadvantaged communities in Liverpool can access nutritious food during the school holidays, reducing food poverty for families impacted by Covid-19.
Cheshire Community Foundation - Warrington Flood Victims Support
£10,000	04/08/2021	Torus Foundation partners with communities to build better futures together. They work to tackle significant social and economic issues, address deprivation and promote inclusion. The project aims to ....more Torus Foundation partners with communities to build better futures together. They work to tackle significant social and economic issues, address deprivation and promote inclusion. The project aims to support Warrington residents severely impacted by the recent floods. Funding will provide emergency furniture packages to older people whose homes and contents have been destroyed. Torus Foundation will be supported by the delivery partner on this project; Care UK Charity, based in Warrington. Grant funding will be used to replace white goods, damaged furniture, flooring and other essential household items. Helping those most vulnerable to access items needed, so that they can move back into their homes. Allocation of resources will be coordinated in a fair, needs-led basis with support to those most vulnerable and with most damage to their home.
DCMS - Coronavirus Community Support Fund
£48,796	25/06/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Sport England - Summer 2019 Activities
£8,259	22/08/2019 8	Funding under Sport England's Small Grants funding programme for a Revenue project titled Summer 2019 Activities. This project is a Multi Sports project, with a focus on younger beneficiaries.
National Lottery Community Fund - Feel Well Together
£44,830	18/02/2019 24	Feel Well Together
National Lottery Community Fund - ChW/1/1 - New Leaf
£4,599,064	07/01/2019 48	ChW/1/1 - New Leaf
Co-Op Foundation - Youth Community Spaces offer
£9,970	20/12/2018	Creating a digi cafe club
DCMS - Building Connections Fund - Community Spaces
£9,970	20/12/2018	Creating a digi cafe club
Henry Smith Charity - Grant to Toxteth Fire Fit Hub Ltd
£68,100	04/12/2014 36	towards three years' salaries of two Sports Activators at a project providing sporting opportunities, mentoring health and wellness coaching for young people in deprived areas of Liverpool
National Lottery Community Fund - The Hub Unplugged
£10,000	01/10/2014 12	Not Available

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

Age Range of Trustees: 34-58

ANTHONY OKOTIE Appointed: 2022, Occupation: Board Director

CATHERINE MURRAY-HOWARD Appointed: 2019, Occupation: Chief Operations Officer

CLARE GOSLING Appointed: 2022, Occupation: Board Director

HOLLY CHAN Appointed: 2022, Occupation: Board Director

SARAH JANE SAUNDERS (Chair) Appointed: 2019, Occupation: Housing Professional

SIMON BEAN Appointed: 2022, Occupation: Board Director

STEPHANIE DONALDSON Appointed: 2022, Occupation: Board Director, Other trusteeship: THE CHARTERED INSTITUTE OF PUBLIC FINANCE AND ACCOUNTANCY,

UZAIR PATEL Appointed: 2022, Occupation: Board Director

Legal constitution

Charitable company registered in England & Wales on 17/07/2013, number: 1152903
Registered at Companies House on 14/03/2013, number: 08444912

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

10 returns made; AR14: 25 days late,

Main office

Torus 62 Limited
The Observatory
1 Old Haymarket
LIVERPOOL
L1 6RA

Objectives

THE OBJECTS OF THE CHARITY WHICH ARE FOR THE PUBLIC BENEFIT AND ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING:(1) TO FURTHER OR BENEFIT THE RESIDENTS OF MERSEYSIDE AND ITS SURROUNDING AREAS, WITHOUT DISTINCTION OF SEX, SEXUAL ORIENTATION, GENDER REASSIGNMENT PREGNANCY OR MATERNITY, RACE, DISABILITY, MARRIAGE OR CIVIL PARTNERSHIP STATUS OR OF POLITICAL, RELIGIOUS OR OTHER BELIEFS BY ASSOCIATING TOGETHER THE SAID RESIDENTS AND THE LOCAL AUTHORITIES, VOLUNTARY AND OTHER ORGANISATIONS IN A COMMON EFFORT TO ADVANCE EDUCATION AND TO PROVIDE FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION LEISURE TIME OCCUPATION WITH THE OBJECTIVE OF IMPROVING THE CONDITIONS OF LIFE FOR THE RESIDENTS; (2) THE PROMOTION OF PUBLIC HEALTH, INCLUDING (BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING)THROUGH THE PROVISION OF FACILITIES FOR HEALTHY EXERCISE AND SPORT FOR THE BENEFIT OF THE PUBLIC; (3) TO ACT AS A RESOURCE FOR THE RESIDENTS OF MERSEYSIDE AND ITS SURROUNDING AREAS BY PROVIDING OR FACILITATING THE PROVISION OF ADVICE AND ASSISTANCE AND ORGANISING PROGRAMMES OF PHYSICAL, EDUCATIONAL AND OTHER ACTIVITIES AS A MEANS OF: (A) ADVANCING IN LIFE AND HELPING YOUNG PEOPLE BY DEVELOPING THEIR SKILLS, CAPACITIES AND CAPABILITIES TO ENABLE THEM TO PARTICIPATE IN SOCIETY AS INDEPENDENT, MATURE AND RESPONSIBLE INDIVIDUALS; (B) ADVANCING EDUCATION; (C) RELIEVING UNEMPLOYMENT.(4) TO RELIEVE ELDERLY PEOPLE RESIDENT IN MERSEYSIDE AND ITS SURROUNDING AREAS WHO ARE IN NEED, BY PROVIDING SERVICES OR FACILITIES CALCULATED TO RELIEVE THE NEEDS OF SUCH PERSONS;(5) TO BUILD THE CAPACITY OF CHARITIES AND OTHER ORGANISATIONS CARRYING OUT CHARITABLE ACTIVITIES AND PROVIDE THEM WITH THE NECESSARY SUPPORT, INFORMAITON AND SERVICES TO ENABLE THEM TO PURSUE OR CONTRIBUTE TO ANY CHARITABLE PURPOSE;(6) SUCH OTHER CHARITABLE PURPOSES ACCORDING TO THE LAW OF ENGLAND AND WALES THAT THE TRUSTEES IN THEIR ABSOLUTE DISCRETION SHALL DETERMINE FROM TIME TO TIME.

Defined Area of Benefit:

MERSEYSIDE AND ITS SURROUNDING AREAS

Data Sources